Global Equity Market and Investment Podcast

Dec 09 2024 32 ep. 14 mins 4
Global Equity Market and Investment Podcast artwork

What are the big issues that equity investors are talking about? To help decipher the trends driving stocks, companies and markets, listen to our monthly podcast with Dev Chakrabarti, Chief Investment Officer - Concentrated Global Growth. In each episode, Dev and the team take stock of the markets based on their experiences managing portfolios and meeting with companies, and provide insight on portfolio positioning in light of macroeconomic trends and corporate earnings news.

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The Quest for Earnings Growth Amid Macro Uncertainty - 9 December 2024

Dec 09 2024 16 mins  
Macroeconomic cross-currents are creating challenges for equity investors amid uncertainty about President-elect Donald Trump’s policies, political instability in France and weakness in China. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Arpita Bhabhera, Research Analyst, discuss how equity investors can stay focused on companies with resilient ear

How Trump’s Policies Will Reshape the Global Equity Landscape - 18 November 2024

Nov 18 2024 13 mins  
President-elect Donald Trump’s dramatic election victory has triggered a rally of US stocks. But how can global equity investors begin to assess the potential impact of tax cuts, tariffs, new spending priorities and deregulation? In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and John Keith, Senior Research Analyst, discuss how the new administration’

Equities Energized… But What About Earnings? - 10 October 2024

Oct 10 2024 13 mins  
Equity markets were energized in September by interest rate cuts from the US Federal Reserve and surprising stimulus from the Chinese government. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Jennifer Wong, Senior Research Analyst, discuss macro trends and share impressions from meetings with companies about the outlook for the earnings environment.

Market Déjà vu: Views on Volatility That Feels too Familiar - 10 September 2024

Sep 16 2024 13 mins  
Just a month after volatility hit global equity markets, stocks have been weak again in early September. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Arpita Bhabhera, Senior Research Analyst, discuss the employment data that has rattled investors as well as consumer sentiment and capital spending trends in industries such as industrials and technology

Summertime Blues? Look Beyond the August Volatility - 09 August 2024

Aug 09 2024 13 mins  
An early August selloff has rattled confidence for equity investors. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and John Keith, Senior Research Analyst, discuss the macro forces that triggered volatility and present impressions on the market outlook from recent company results. Despite the turbulence, there are signs that market returns may be poised

Midyear Roundup: Will Equity Market Gains Face Volatility? - 11 July 2024

Jul 11 2024 15 mins  
Global equity markets posted a strong first half, led by the US. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Jen Wong, Senior Research Analyst, discuss regional market trends from Europe to Japan and the potential for volatility ahead amid interest rate uncertainty and US elections in November. They also share observations on the business environment

Interpreting Mixed Messages from Global Consumers - 19 June 2024

Jun 19 2024 14 mins  
Consumer companies are reporting mixed sentiment from customers around the world, and it’s becoming harder to raise prices as inflation moderates. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Arpita Bhabhera, Research Analyst, explain how equity investors can interpret the nuances facing global consumer companies and discuss the dynamics of earnings

Tariff Trouble: How Equity Investors Can Cope with Trade Wars - 16 May 2024

May 16 2024 13 mins  
New US tariffs on certain Chinese imports have added another risk factor into the mix for equity investors. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and John Keith, Senior Research Analyst, explain how equity investors can incorporate an analysis of politically motivated moves like tariffs into fundamental company research. They also summarize the mar

Are Higher-for-Longer Interest Rates Good News for Equity Markets?

Apr 08 2024 13 mins  
Global stocks rallied in the first quarter, even as expectations of interest-rate cuts receded. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Jennifer Wong, Senior Research Analyst, say markets now see higher rates as a positive sign of economic health, though volatility is likely as financial conditions remain restrictive. As first-quarter earnings

Tech Talk and Consumer Chat: Gauging Sentiment in Two Key Sectors - 15 March 2024

Mar 15 2024 16 mins  
Buoyant equity markets in the first quarter have been driven by strong earnings for technology companies, while consumer staples stocks underperformed. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Arpita Bhabhera, Research Analyst, share their impressions from technology and consumer-oriented companies, and explain why investors must position select